AGA

Accuvest Global Advisors Portfolio holdings

AUM $154M
1-Year Est. Return 52.72%
This Quarter Est. Return
1 Year Est. Return
+52.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
+$71.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$4.72M
3
+$4.56M
4
WMT icon
Walmart
WMT
+$4.19M
5
MELI icon
Mercado Libre
MELI
+$4.01M

Top Sells

1
+$1.64M
2
+$1.51M
3
+$964K
4
LYV icon
Live Nation Entertainment
LYV
+$887K
5
MANU icon
Manchester United
MANU
+$686K

Sector Composition

1 Technology 26.79%
2 Consumer Discretionary 24.4%
3 Communication Services 15.1%
4 Financials 15.01%
5 Consumer Staples 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$818K 0.7%
+5,250
27
$769K 0.66%
+6,473
28
$740K 0.64%
+5,000
29
$637K 0.55%
+1,000
30
$635K 0.55%
23,695
31
$627K 0.54%
+5,166
32
$599K 0.52%
+3,068
33
$590K 0.51%
88,260
-345
34
$567K 0.49%
+2,622
35
$566K 0.49%
10,941
-2,912
36
$564K 0.48%
+2,245
37
$561K 0.48%
+3,249
38
$560K 0.48%
+3,680
39
$556K 0.48%
8,380
-2,572
40
$551K 0.47%
+5,059
41
$546K 0.47%
+1,042
42
$535K 0.46%
+2,083
43
$512K 0.44%
+4,040
44
$482K 0.41%
+2,974
45
$427K 0.37%
+4,830
46
$420K 0.36%
+2,355
47
$402K 0.35%
+3,785
48
$398K 0.34%
+7,784
49
$390K 0.34%
+1,005
50
$388K 0.33%
+2,249
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